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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $205,644 | $196,972+4.4% | $182,262+12.8% | $198,609+3.5% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 6.70% | 158.27%-151.6pp | 140.60%-133.9pp | 202.70%-196.0pp |
| Employer contribution / active EE | $3,355 | $5,364-37.5% | $5,046-33.5% | $5,055-33.6% |
| Participant deferral / active EE | $22,820 | $8,643+164.0% | $8,276+175.7% | $6,977+227.1% |
| Admin fee / account holder | $933 | $18,429-94.9% | $16,712-94.4% | $19,030-95.1% |